-63.4%
ATEC vs VOO
+817.1%
-880.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -1.3% | +0.1% | -1.3% | -1.2% |
| 3M | +19.3% | +2.0% | +17.3% | +16.4% |
| 6M | -27.3% | +13.0% | -40.3% | -37.5% |
| YTD | -55.1% | +13.6% | -68.7% | -61.6% |
| 1Y | -42.9% | +20.1% | -63.0% | -54.2% |
| 3Y | -41.8% | +77.6% | -119.4% | -70.8% |
| 5Y | -37.5% | +82.4% | -119.9% | -68.7% |
| 10Y | +110.5% | +316.8% | -206.4% | -56.4% |
| All | -63.4% | +817.1% | -880.5% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling